A detailed history of Summit Financial, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Summit Financial, LLC holds 57,156 shares of VB stock, worth $13.5 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
57,156
Previous 52,951 7.94%
Holding current value
$13.5 Million
Previous $12.1 Million 2.96%
% of portfolio
0.57%
Previous 0.72%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$210.76 - $226.94 $886,245 - $954,282
4,205 Added 7.94%
57,156 $12.5 Million
Q1 2024

Apr 24, 2024

BUY
$204.0 - $228.59 $246,636 - $276,365
1,209 Added 2.34%
52,951 $12.1 Million
Q4 2023

Feb 05, 2024

BUY
$175.26 - $215.9 $271,477 - $334,429
1,549 Added 3.09%
51,742 $11 Million
Q3 2023

Nov 07, 2023

BUY
$186.24 - $208.75 $2.88 Million - $3.22 Million
15,446 Added 44.45%
50,193 $9.49 Million
Q2 2023

Aug 11, 2023

SELL
$181.26 - $198.89 $47,671 - $52,308
-263 Reduced 0.75%
34,747 $6.91 Million
Q1 2023

May 03, 2023

SELL
$179.51 - $208.76 $120,630 - $140,286
-672 Reduced 1.88%
35,010 $6.64 Million
Q4 2022

Feb 07, 2023

BUY
$172.82 - $196.57 $137,910 - $156,862
798 Added 2.29%
35,682 $6.55 Million
Q3 2022

Nov 15, 2022

BUY
$170.45 - $206.62 $828,727 - $1 Million
4,862 Added 16.19%
34,884 $5.96 Billion
Q2 2022

Aug 12, 2022

BUY
$170.7 - $214.67 $198,865 - $250,090
1,165 Added 4.04%
30,022 $0
Q1 2022

May 10, 2022

BUY
$198.73 - $227.97 $658,392 - $755,264
3,313 Added 12.97%
28,857 $0
Q4 2021

Feb 07, 2022

BUY
$215.13 - $239.37 $1.69 Million - $1.88 Million
7,853 Added 44.39%
25,544 $0
Q3 2021

Nov 08, 2021

BUY
$211.9 - $229.42 $1.46 Million - $1.58 Million
6,867 Added 63.44%
17,691 $0
Q2 2021

Aug 06, 2021

BUY
$211.77 - $228.05 $1.21 Million - $1.3 Million
5,691 Added 110.87%
10,824 $0
Q1 2021

May 03, 2021

BUY
$191.53 - $223.48 $374,058 - $436,456
1,953 Added 61.42%
5,133 $0
Q4 2020

Feb 09, 2021

BUY
$156.0 - $196.91 $238,992 - $301,666
1,532 Added 92.96%
3,180 $0
Q3 2020

Oct 22, 2020

BUY
$143.34 - $162.04 $11,323 - $12,801
79 Added 5.04%
1,648 $0
Q2 2020

Aug 12, 2020

BUY
$106.26 - $156.76 $166,721 - $245,956
1,569 New
1,569 $0

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Summit Financial, LLC Portfolio

Follow Summit Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.